The Smartphone Subsidy Myth, Fossil is Seeing Issues in the Watch Market, Thursday Q&A

Today's Above Avalon stories: 

  • The Smartphone Subsidy Myth
  • Fossil is Seeing Issues in the Watch Market
  • Thursday Q&A (Which Apple valuation metrics are most relevant to consider as AAPL volatility increases?)

We kick things off by discussing the smartphone subsidy myth. The iPhone subsidy Apple bear case argument simply doesn't hold much logic. We take a look at three key developments taking place in the U.S. smartphone market that demonstrate what is really happening. We next discuss Fossil's recent earnings call, which gave quite a few clues as to what is happening in the low-end luxury watch market. We conclude with Thursday Q&A and my favorite AAPL valuation metrics.

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